美國太陽能裝設量遭下修，5 年內難重回黃金時光
Date: 2018-03-20
News Type:
川普對進口太陽能板課稅，並修改稅法，衝擊美國太陽能業的前景。研調機構調降未來 5 年的太陽能裝設量，估計難以重回 2016 年的黃金時光。
CNBC、路透社報導，GTM Research 和太陽能產業協會（Solar Energy Industries Association，SEIA）近日發布報告，下修 2018~2022 年的太陽能裝設量展望，新預測值比原先低了 13%。 GTM 表示，美國太陽能裝設潮在 2016 年觸頂達 15.2 GW，2023 年前都無望重回此一水平。
川普政策讓太陽能業出現新的逆風，川普今年 1月對太陽能板開徵 30% 關稅，業界認為將提高成本、削弱投資。公用事業等級的大型太陽能項目受創最重，太陽能板成本約佔總建案一半。許多業者搶在關稅生效前，添購太陽能模塊，2018 年此類裝設案仍會略增，不過到了 2020~2022 年，大型太陽能裝設案將陷入停滯。
GTM 資深太陽能分析師 Austin Perea 表示，太陽能模塊價格提高，裝設案不是延到關稅失效之後、就是遭到暫時擱置。此外，稅改案過關，也壓抑「稅惠權益」（tax equity）的需求。稅惠權益是指銀行等投資太陽能，以取得 30% 稅務優惠、抵銷稅額，這是太陽能業者融資的重要手段之一。 (新聞來源:科技新報)
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